2nd Indian WealthTech Summit 2025
Equalifi’s 2nd Indian WealthTech Summit 2025 will be a leading event dedicated to exploring the innovative technologies transforming the wealth management and financial advisory industries in India. As the WealthTech sector continues to gain momentum, this summit will gather top executives, fintech entrepreneurs, wealth managers, regulators, and investors to discuss the rapidly evolving landscape and opportunities in this space.
With an increasingly tech-savvy and financially aware Indian population, the demand for accessible, efficient, and personalized wealth management solutions is at an all-time high. The 2025 summit will delve into how technology is reshaping the future of wealth management, offering insights into the latest trends, digital tools, and strategies that are enhancing the client experience, improving decision-making, and driving sustainable growth.
Theme: “Digital Transformation in Wealth Management: Innovating for Growth, Personalization, and Sustainability”
The summit will focus on how the intersection of technology, data, and human expertise is paving the way for the next generation of wealth management. Attendees will explore how WealthTech is enabling wealth managers to offer more personalized, efficient, and cost-effective solutions, all while navigating regulatory challenges and evolving client expectations.
Target Audience:
- Wealth Managers & Financial Advisors
- WealthTech Entrepreneurs and Startups
- Fintech Investors and Venture Capitalists
- Institutional Investors and Family Offices
- Regulators and Policy Makers
- Financial Institutions and Banks
- Technology Providers in the Wealth Management Sector
- HNWIs and Retail Investors
- Legal and Compliance Experts
Speakers
Agenda
08:30
Registrations
09:30
Opening Remarks
10:00
The Future of Digital Wealth Management in India: Trends and Innovations
10:45
Personalization at Scale: Harnessing AI and Big Data for Tailored Wealth Solutions
11:30
Break
12:00
Blockchain and Tokenization in Wealth Management
12:30
Regulatory Landscape for WealthTech: Navigating Challenges and Opportunities
13:00
Lunch
14:00
Next-Gen Client Expectations: Bridging the Gap Between Technology and Trust
14:30
AI, Automation, and Efficiency in Back-End Operations for Wealth Managers
15:00
WealthTech for Financial Inclusion: Making Wealth Management Accessible to All
15:30
Break
16:00
The Future of Payments and Digital Transactions in WealthTech
16:30
WealthTech Startups: The Next Frontier of Financial Innovation
17:00
Cybersecurity in WealthTech: Protecting Client Data and Assets in the Digital Era
17:30
End of Conference
*Equalifi reserves the right to amend any part of the event format, including speakers and agenda.
Agenda
Organizing Committee
Event Registration
From May 1- 31: INR 8,850
From June 1- June 13: INR 11,800
